Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47306.99 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45909.0 Kr¶
PnL: ---------------------------------------> -979.57 Kr¶
DD now: ---------------------------------> -2.72 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 09:27:30.252977'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -2.070000 | 774.400000 | 101.400000 | 15.070000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.480000 | 3500.300000 | 46.300000 | 1.340000 | 3453.999992 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.330000 | 391.100000 | 36.100000 | 10.170000 | 355.000000 |
| Corem Property Group B | 59 | 0.690000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| SAAB B | 8 | -1.210000 | 3401.600000 | 24.600000 | 0.730000 | 3377.000000 |
| Resurs Holding | 22 | 0.740000 | 598.180000 | 24.180000 | 4.210000 | 573.999998 |
| Norva24 Group | 16 | 1.270000 | 560.960000 | 17.960000 | 3.310000 | 543.000000 |
| AcadeMedia | 12 | -0.790000 | 574.080000 | 17.080000 | 3.070000 | 557.000004 |
| Eastnine | 4 | 0.790000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Swedbank A | 3 | 0.550000 | 579.000000 | 15.000000 | 2.660000 | 564.000000 |
| OEM International B | 7 | -0.640000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Intrum | 4 | -0.660000 | 541.200000 | 14.200000 | 2.690000 | 527.000000 |
| Securitas B | 6 | 0.560000 | 579.360000 | 9.360000 | 1.640000 | 570.000000 |
| Creaspac SPAC | 6 | 0.830000 | 585.600000 | 8.600000 | 1.490000 | 577.000002 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.880000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.370000 | 533.600000 | 1.600000 | 0.300000 | 532.000000 |
| Boozt | 12 | -1.080000 | 1653.600000 | -0.400000 | -0.020000 | 1653.999996 |
| Handelsbanken A | 5 | 0.370000 | 542.000000 | -4.000000 | -0.730000 | 546.000000 |
| Midsona B | 63 | 0.440000 | 570.780000 | -12.220000 | -2.100000 | 582.999984 |
| Essity B | 2 | 0.360000 | 551.200000 | -22.800000 | -3.970000 | 574.000000 |
| CTEK | 13 | -4.430000 | 507.130000 | -26.870000 | -5.030000 | 533.999999 |
| International Petroleum Corp. | 5 | 2.450000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity A | 4 | 0.730000 | 1106.000000 | -43.000000 | -3.740000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.370000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.740000 | 3675.000000 | -136.000000 | -3.570000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.000000 | 2802.800000 | -168.200000 | -5.660000 | 2971.000006 |
| OX2 | 18 | -0.890000 | 1405.800000 | -258.200000 | -15.520000 | 1663.999992 |
| Axfood | 13 | 0.340000 | 3480.100000 | -275.900000 | -7.350000 | 3756.000001 |
| Ovzon | 52 | -0.940000 | 2750.800000 | -611.200000 | -18.180000 | 3361.999992 |
| TOTAL | 45909.000000 | -979.570000 | -2.72034% | 46888.564618 |
Updated:¶
'2023-01-27 09:27:43.127049'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
